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October 6, 2011

Intuit Lacerte Tax Planner

800-765-7777 www.lacertesoftware.com    2011 Overall Rating 4.5 Best Fit  Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System... Read more »

Isaac M. O'Bannon

800-765-7777

www.lacertesoftware.com 

 

2011 Overall Rating 4.5


Best Fit 

Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface.

Strengths

  • Familiar tabbed interface & navigation
  • Full integration with Lacerte 1040
  • Integration with Document Management System
  • Customizable reporting with charts

Potential Limitations

  • Only PDF & text-file output

Summary & Pricing

Intuit’s Lacerte Tax Planner is a great fit for practices currently using the Lacerte preparation system, providing strong planning capabilities for up to 10 years and supporting simple to moderately complex scenarios. The system is bundled with the Lacerte Tax Analyzer and Document Management Systems for $249 per year.

Product Delivery Methods

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Basic System Functions 4.75

Core Tax Planning Features 4.5

Reporting 4.5

Import/Export/Integration 4.25

Help/Support 5

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Isaac M. O'Bannon

Isaac M. O'Bannon

Managing Editor

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. . Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy groundforces veteran (never a SEAL). Email: isaac.obannon - @ - cpapracticeadvisor.com . Isaac OBannon 2019 Cropped Small Headshot

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